Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2020 • EIN 31-0940640

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 15, 2021

Organization ProfileWWW.DELTAZETA.ORG
202 East Church StreetOxford, OH 45056

(513) 523-7597

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.22x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.5%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$14,958,772

Down $68,052 (-0.5%) from 2019

Net Assets

Up

$14,439,007

Up $842,336 (+6.2%) from 2019

Liabilities

Down

$519,765

Down $910,388 (-64%) from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin89th percentile

Revenue

Down

$2,366,779

Down $286,672 (-11%) from 2019

Expenses

Down

$1,293,976

Down $291,205 (-18%) from 2019

Net Income

Up

$1,072,803

Up $4,533 (+0.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $10,241,685Liabilities 2011: $738,466Net Assets 2011: $9,503,2192011Assets 2012: $10,073,329Liabilities 2012: $740,157Net Assets 2012: $9,333,1722012Assets 2013: $10,848,674Liabilities 2013: $746,776Net Assets 2013: $10,101,8982013Assets 2014: $12,559,817Liabilities 2014: $954,981Net Assets 2014: $11,604,8362014Assets 2015: $12,861,050Liabilities 2015: $4,945,227Net Assets 2015: $7,915,8232015Assets 2016: $13,456,516Liabilities 2016: $4,283,776Net Assets 2016: $9,172,7402016Assets 2017: $13,951,002Liabilities 2017: $3,177,354Net Assets 2017: $10,773,6482017Assets 2018: $14,454,147Liabilities 2018: $2,296,752Net Assets 2018: $12,157,3952018Assets 2019: $15,026,824Liabilities 2019: $1,430,153Net Assets 2019: $13,596,6712019Assets 2020: $14,958,772Liabilities 2020: $519,765Net Assets 2020: $14,439,0072020Assets 2021: $19,032,557Liabilities 2021: $757,374Net Assets 2021: $18,275,1832021Assets 2022: $16,389,397Liabilities 2022: $611,990Net Assets 2022: $15,777,4072022Assets 2023: $17,328,530Liabilities 2023: $676,912Net Assets 2023: $16,651,6182023Assets 2024: $18,597,455Liabilities 2024: $697,295Net Assets 2024: $17,900,1602024Assets 2025: $20,047,838Liabilities 2025: $631,357Net Assets 2025: $19,416,4812025

Highlighted filing

2020

Assets$14,958,772
Liabilities$519,765
Net Assets$14,439,007
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $937,2182011Expenses 2012: $1,076,0962012Expenses 2013: $1,201,4682013Revenue 2014: $2,101,505Expenses 2014: $1,455,094Net Income 2014: $646,4112014Revenue 2015: $2,357,418Expenses 2015: $5,893,039Net Income 2015: -$3,535,6212015Revenue 2016: $2,860,234Expenses 2016: $1,309,567Net Income 2016: $1,550,6672016Revenue 2017: $2,151,316Expenses 2017: $1,580,403Net Income 2017: $570,9132017Revenue 2018: $2,492,621Expenses 2018: $1,493,440Net Income 2018: $999,1812018Revenue 2019: $2,653,451Expenses 2019: $1,585,181Net Income 2019: $1,068,2702019Revenue 2020: $2,366,779Expenses 2020: $1,293,976Net Income 2020: $1,072,8032020Revenue 2021: $3,226,202Expenses 2021: $2,001,236Net Income 2021: $1,224,9662021Revenue 2022: $3,220,126Expenses 2022: $2,474,364Net Income 2022: $745,7622022Revenue 2023: $2,589,292Expenses 2023: $2,635,069Net Income 2023: -$45,7772023Revenue 2024: $2,843,260Expenses 2024: $2,614,123Net Income 2024: $229,1372024Revenue 2025: $3,511,267Expenses 2025: $2,797,110Net Income 2025: $714,1572025

Highlighted filing

2020

Revenue$2,366,779
Expenses$1,293,976
Net Income$1,072,803
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 15, 2021
Return Version
2019v5.1
Gross Receipts
$3,299,821
Mission and Program Overview

Mission

To advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,161,736$13,214,386▲ $52,650
Land, Buildings, and Equipment, Net$1,145,158$1,064,423▼ $80,735
Cash and Non-Interest-Bearing Accounts$387,791$403,295▲ $15,504
Accounts Receivable$25,701$21,913▼ $3,788
Pledges and Grants Receivable$79,451$16,342▼ $63,109
Prepaid Expenses and Deferred Charges$12,419$15,411▲ $2,992
Inventories for Sale or Use$1,037$1,037→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$15,026,824$14,958,772▼ $68,052
Other Assets Total$213,531$221,965▲ $8,434
Liabilities
Accounts Payable and Accrued Expenses$1,430,153$519,765▼ $910,388
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,430,153$519,765▼ $910,388
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,527,487$11,389,290▼ $138,197
Net Assets Without Donor Restrictions$2,069,184$3,049,717▲ $980,533
Total Net Assets Fund Balance$13,596,671$14,439,007▲ $842,336
Total Liabilities and Net Assets / Fund Balance$15,026,824$14,958,772▼ $68,052

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$911,078$1,331,354$2,242,432
Equipment$40,825$347,505$388,330
Other Land Buildings$12,520$141,987$154,507
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,416,658$5,000▲ $100,188-$7,280,618
2018$7,201,340$4,000▲ $401,233-$7,416,658
2017$6,924,062$7,300▲ $494,250-$7,201,340
2016$6,720,805-▲ $448,200-$6,924,062
2015$6,835,119$23,007▲ $47,698-$6,720,805
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Jane SpurgeonPresident
Kimberly Saari JohnstoVice President
Ruth Weider PattersonVice President-Museum
Christy Phillips-BrownTrustee
Jenny Bogan MorrisonTrustee
Karen Martin CampbellTrustee
Kim Anspach RutkowskiTrustee
Nancy RussellTrustee
Virginia Gilbert LoftiTrustee
Kimberly Slomka JonesSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,730,757
Program Service Revenue
$0
Investment Income
$524,597
Other Revenue
$111,425
All Other Contributions
$1,626,608
Change in Net Assets
$1,072,803

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$195,906Fair Market Value (FMV)
Total Noncash Contributions2$195,906-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,375,154
Revenue Not Reported on Financial Statements
$-8,375
Revenue Not Reported on Form 990
$-259,635
Other Revenue Adjustments
$-8,375
Total Revenue per Audited Statements
$2,115,519
Total Revenue per Form 990
$2,366,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$581,827
Other Expenses$555,209
Total Fundraising Expense$367,918
Professional Fundraising Fees$156,940
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$304,827--$304,827
Grants to Domestic Individuals$277,000--$277,000
Fees for Services Professional Fundraising--$156,940$156,940
Depreciation Depletion$10,056$80,450$10,056$100,562
Fees for Service Investment Mgmnt Fees-$29,168-$29,168
Fees for Services Other-$25,395-$25,395
Fees for Services Accounting-$24,925-$24,925
Office Expenses$642$1,284$18,648$20,574
Conferences and Meetings$4,666$9,332$4,667$18,665
Occupancy$1,551$9,769$1,551$12,871
Fees for Services Legal-$10,553-$10,553
Other Expenses$0$5,849$0$5,849
Insurance$264$4,759$264$5,287
Total Functional Expenses$663,554$262,504$367,918$1,293,976

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,293,976
Total Expenses per Audited Statements$1,273,183
Expenses per Audited Statements$1,264,808
Expenses Not Reported on Financial Statements$29,168
Other Expense Adjustments$29,168
Expenses Not Reported on Form 990$8,375
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Zeta SororityOxford, OH501(c)(7)Education and Training Program$200,000
Painted Turtle FoundationSanta Monica, CA501(c)(3)Service$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$156,940
Fundraising Direct Expenses$8,375
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Day of Giving$104,149-$5,600-
Total Events$104,149-$8,375$-8,375
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review of the form 990 the organization engages an outside accounting firm to prepare its form 990. Once prepared, the form 990 is reviewed by the controller, chief financial officer, executive director, and foundation trustees before it is signed and filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy the board of trustees for the foundation is responsible for the written conflict of interest policy and monitors adherence to the policy. The foundation avoids hiring personnel who could potentially cause conflicts of interest.”

Form 990, Part VI, Section B, Line 15A & 15B

“Process for determining compensation no compensation is paid to the officers of the delta zeta foundation.”

Form 990, Part VI, Section C, Line 19

“Governing documents the delta zeta foundation does not make its written conflict of interest policy nor its financial statements and governing documents open to public inspection.”

Filing and Contact Details

Filer

Filer Name
Delta Zeta Foundation
EIN
31-0940640
In Care Of
% JOHN J GOTTSCHALL
Phone
5135237597
Address
202 EAST CHURCH STREET, OXFORD, OH 45056

Signing Officer

Name
Cynthia W Menges
Title
Executive Director
Phone
5135237597
Signed
2021-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Spurgeon
Formed
1978
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
9

Preparer

Firm
Bkd Llp
Address
312 WALNUT STREET SUITE 3000, CINCINNATI, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Supplemental Narrative

Financial Statement Notes

Part III, Line 4

“Museum collections the collections, which were acquired through purchases and contributions since the foundation's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired. Contributed collection items are not reflected on the financial statements. Proceeds from sales are reflected as increases in the appropriate net asset classes and are used to acquire other collection items. The museum's collections consist of furniture, art objects, and sorority memorabilia that are held for educational and archival purposes. Each of the items is cataloged, preserved, and cared for and activities verifying their existence and assessing their condition are performed continuously.”

Part V, Line 4

“Endowment funds the endowment funds represent contributions for which the donor has stipulated, as a condition of the gift, that the principal be maintained intact and only the investment income (or portions thereof) of the funds be expelled as the donor has specified, principally for scholarships and student financial aid.”

Part XI, Line 2D

“Other investment expenses reported as expense on form 990 $(29,168)”

Part XI, Line 4B

“Other fundraising expenses reported as revenue on form 990 $(8,375)”

Part XII, Line 2D

“Other fundraising expenses reported as revenue on form 990 $8,375”

Part XII, Line 4B

“Other investment expenses reported as expense on form 990 $29,168”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,958,772
Liabilities
$519,765
Net assets
$14,439,007
Revenue
$2,366,779
Expenses
$1,293,976
Net income
$1,072,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$0.63$19.4$3.51$2.80$0.71
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.70$17.9$2.84$2.61$0.23
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.68$16.7$2.59$2.64$0.05
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.61$15.8$3.22$2.47$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.76$18.3$3.23$2.00$1.22
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.52$14.4$2.37$1.29$1.07
2019Detailed filing. Detailed filing data is available for this year.$15.0$1.43$13.6$2.65$1.59$1.07
2018Detailed filing. Detailed filing data is available for this year.$14.5$2.30$12.2$2.49$1.49$1.00
2017Detailed filing. Detailed filing data is available for this year.$14.0$3.18$10.8$2.15$1.58$0.57
2016Detailed filing. Detailed filing data is available for this year.$13.5$4.28$9.17$2.86$1.31$1.55
2015Detailed filing. Detailed filing data is available for this year.$12.9$4.95$7.92$2.36$5.89$3.54
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.95$11.6$2.10$1.46$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.75$10.1$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.74$9.33$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.74$9.50$0.94
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $10M-$25M nonprofits